CECP

Strategic Engagement Operations & AI Enablement Intern

RemotePosted today

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Job details

Work type
Remote
Posted
today
Apply on
cecp.applytojob.com

About this role

CECP is a nonpartisan business counsel and network dedicated to helping companies achieve measurable returns through purpose-driven business. The Strategic Engagement Operations & AI Enablement Intern will support CRM and workflow operations, data organization, reporting, and AI-enabled process improvements across Salesforce, Monday.com, and other internal systems.

What you'll do:

  • Support the buildout and maintenance of CECP’s engagement operating model across platforms, with a focus on Salesforce and Monday.com
  • Maintain and update Salesforce CRM records, including account, contact, engagement, and opportunity-related information to improve data accuracy, completeness, and usability
  • Support the development and upkeep of Monday.com boards used to track company specific to-dos, follow-up reminders, engagement triggers, cross-pod workflows, and progress against project plans
  • Help organize company intelligence by pulling together relevant information from Salesforce, meeting notes, engagement history, survey participation, events, Insights requests, MyCECP activity, public company news, and other available sources
  • Support developing and piloting AI-powered tools, resources, and internal solutions that help the team streamline engagement operations, including workflows that connect Salesforce, Outlook, Monday.com, and other internal sources
  • Help test, document, and improve internal processes for using AI tools, automation, dashboards, and structured prompts to support company snapshots, renewal preparation, engagement planning, and outreach
  • Assist with reporting and analysis related to engagement trends, company activity, risk signals, outreach cadence, and value capture
  • Provide general engagement operations support, including preparing materials for internal team discussions, updating trackers, documenting workflows, organizing resources, and supporting ad hoc Strategic Engagement projects

What they're looking for:

  • Strong attention to detail and demonstrated experience maintaining accurate data across multiple systems
  • Proficiency with Monday.com or similar project management/workflow tools, including tracking tasks, owners, deadlines, status changes, and follow-up reminders
  • Interest in practical uses of AI, automation, and workflow tools to improve team efficiency, relationship management, and decision-making
  • Ability to translate messy or fragmented information into clear trackers, summaries, action plans, or process documentation
  • Proficiency with data tools such as Excel, Google Suite, LinkedIn, ZoomInfo, or similar platforms
  • Strong organizational skills and ability to manage multiple data projects simultaneously
  • Excellent written and verbal communication skills, and ability to work independently
  • A high degree of initiative, motivation, and commitment to accuracy and excellence
  • Demonstrated enthusiasm and interest in advancing CECP's mission
  • This position is fully remote, but you must be a US Citizen and currently living in the United States
  • 20 hours per week
  • Current graduate student (preferred fields: business administration, information systems, data science, or related

Benefits:

  • This position is fully remote
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